Geller Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$457K Sell
2023
Q2
$647K Buy
2022
Q3
Sell
2022
Q2
$367K Buy
2022
Q1
$452K Buy
2021
Q4
$413K Buy
2021
Q3
$500K Sell
2021
Q2
$520K Sell
2021
Q1
$495K Buy
2020
Q4
$452K Hold
2020
Q3
$352K Sell
2020
Q2
$334K Buy